## Understand different types of strain

#### This is an excerpt from Biomechanics of Sport and Exercise 4th Edition With Web Resource-Loose-Leaf Edition by Peter M. McGinnis.

Objects deform when they are subjected to external forces. These deformations may be large or small, depending on the nature of the material and the stresses involved. Strain is the quantification of the deformation of a material. Linear strain occurs as a result of a change in the object’s length. Linear strain is produced by compressive or tensile stresses. Shear strain occurs as a result of a change in the orientation of the object’s molecules.

#### Linear Strain

When the loading of an object causes tensile or compressive stress within the object, some change in length accompanies this stress. This deformation can be measured in absolute terms that describe the change in length of the object as a result of the loading; for example, the rubber band stretched 10 cm or the intervertebral disc compressed 2 mm. The deformation may also be described in relative terms as a proportion of the change in length (the difference between the undeformed and the deformed lengths) divided by the original length (the undeformed length). This relative deformation measure is called linear strain. Mathematically, linear strain is defined as

*ε* = linear strain,

*ℓ* = stretched length,

*ℓ _{o}* = original, undeformed length, and

Try self-experiment 9.4.

#### Self-Experiment 9.4

**Measuring Strain in a Stretched Rubber Band**

Take a long rubber band and lay it, unstretched, alongside a ruler. Use a pen to make a mark on it about 1 cm from the left end. Align this mark with zero on the ruler and then make another mark on the rubber band 5 cm from the first mark. Make smaller marks at every 5 mm interval between the zero and 5 cm marks. Now, hook the left end of the rubber band over the zero end of the ruler and pull the slack out of the rubber band. Measure the length of the unstretched rubber band by noting where the right end of the rubber band lines up with the ruler. Now, pull on the right end of the rubber band and stretch it until it is twice its original length. How far apart are the original zero and 5 cm marks on the stretched rubber band? How far apart are any two adjacent 5 mm marks? The end marks are about twice as far apart or 10 cm apart, and the 5 mm marks are now spaced 10 mm apart.

Let’s determine the strain in the stretched rubber band in self-experiment 9.4. The distance between the end marks on the rubber band was 5 cm in the unstretched condition and 10 cm after stretching. The absolute deformation of this 5 cm section of the rubber band was

10 cm − 5 cm = 5 cm.

The relative deformation or strain would be

Now look at any 5 mm section of the rubber band. Each of these has stretched to 10 mm long, so the strain in every 5 mm section is

The strain between any two adjacent 5 mm marks on the rubber band is also 100%. This makes sense; because the tensile stress is uniform throughout the rubber band, it follows that the strain would be also.

You may have noticed that we have reported strain in centimeters per centimeter, millimeters per millimeter, and as a percentage. Actually, strain is a dimensionless quantity because it is a ratio of length to length. So, centimeters per centimeter is the same as millimeters per millimeter is the same as inches per inch, because the units cancel out. Usually, strain is reported as a percentage, which seems to be more useful. In that case, the ratio is multiplied by 100% to get the percentage of strain. In the preceding example, 1 cm/cm is the same as 1 mm/mm because each equals 100%. Most biological materials are not as elastic as a rubber band, and rupture or failure will result at strains much, much less than 100%.

#### Sample Problem 9.2

A sample of biological material is loaded into a material-testing machine. The material is 2 cm long in its unloaded state. A 6000 N tensile force is applied to the material, and it stretches to a length of 2.0004 cm as a result of this force. What is the strain in the specimen when it is stretched this much?

*Solution:*

**Step 1:** Identify the known quantities.

**Step 2:** Identify the unknown variable to solve for.

**Step 3:** Search for an equation with the known and unknown variables. Let’s try equation 9.4.

**Step 4:** Substitute the known quantities and solve for the unknown variable.

#### Shear Strain

Linear strain occurs with a change in length as a result of molecules being pulled apart or pushed together. Shear strain occurs with a change in orientation of adjacent molecules as a result of these molecules slipping past each other. Figure 9.14 graphically illustrates shear strain.

Shear strain is measured as follows. Imagine a line perpendicular to the analysis plane through the object at the location of interest. In two dimensions, this line and the line of the analysis plane form a right angle when the object is undeformed. But, when a shear load is applied to the object, this angle changes. The change in the angle *(**θ**)* is the measure of shear strain in the direction of interest. Shear strain is abbreviated with the Greek letter *λ* (lambda) and is measured in radians.

#### Poisson’s Ratio

Consider the rubber band again. As you stretched it, what happened to the width of the rubber band? Its width became narrower as it was stretched in length. Consider a rubber ball loaded in compression. The diameter of the ball shortens in the direction of the compressive load, but what about the diameter in the lateral direction? When the rubber ball is compressed, it becomes wider in the lateral direction while shortening in the direction of the compressive load. This is called the Poisson effect, after S.D. Poisson, a French scientist who investigated this phenomenon in the 1820s. A specific ratio of strain in the axial direction to strain in the transverse direction exists for each different type of material. This ratio is called **Poisson’s ratio**. Values of Poisson’s ratio can be as low as 0.1 and as high as 0.5, but for most materials they are between 0.25 and 0.35.

The behavior of intervertebral discs provides a good example of the Poisson effect. During the day, your intervertebral discs are loaded in compression (unless you are lying down all day). This compressive load shortens the vertical dimension of the discs, but laterally, the discs bulge out. Under extremely large compressive loads, a disc may bulge too much and rupture.

Objects deform when they are subjected to external forces. These deformations may be large or small, depending on the nature of the material and the stresses involved. Strain is the quantification of the deformation of a material. Linear strain occurs as a result of a change in the object's length. Linear strain is produced by compressive or tensile stresses. Shear strain occurs as a result of a change in the orientation of the object's molecules. Linear Strain When the loading of an object causes tensile or compressive stress within the object, some change in length accompanies this stress. This deformation can be measured in absolute terms that describe the change in length of the object as a result of the loading; for example, the rubber band stretched 10 cm or the intervertebral disc compressed 2 mm. The deformation may also be described in relative terms as a proportion of the change in length (the difference between the undeformed and the deformed lengths) divided by the original length (the undeformed length). This relative deformation measure is called linear strain. Mathematically, linear strain is defined as where ε = linear strain, ℓ = stretched length, ℓo = original, undeformed length, and ℓ − ℓo = change in length. Try self-experiment 9.4. Self-Experiment 9.4 Measuring Strain in a Stretched Rubber Band Take a long rubber band and lay it, unstretched, alongside a ruler. Use a pen to make a mark on it about 1 cm from the left end. Align this mark with zero on the ruler and then make another mark on the rubber band 5 cm from the first mark. Make smaller marks at every 5 mm interval between the zero and 5 cm marks. Now, hook the left end of the rubber band over the zero end of the ruler and pull the slack out of the rubber band. Measure the length of the unstretched rubber band by noting where the right end of the rubber band lines up with the ruler. Now, pull on the right end of the rubber band and stretch it until it is twice its original length. How far apart are the original zero and 5 cm marks on the stretched rubber band? How far apart are any two adjacent 5 mm marks? The end marks are about twice as far apart or 10 cm apart, and the 5 mm marks are now spaced 10 mm apart. Let's determine the strain in the stretched rubber band in self-experiment 9.4. The distance between the end marks on the rubber band was 5 cm in the unstretched condition and 10 cm after stretching. The absolute deformation of this 5 cm section of the rubber band was 10 cm − 5 cm = 5 cm. The relative deformation or strain would be ε = 1 cm/cm or ε = 100% Now look at any 5 mm section of the rubber band. Each of these has stretched to 10 mm long, so the strain in every 5 mm section is ε = 1 mm/mm or ε = 100% The strain between any two adjacent 5 mm marks on the rubber band is also 100%. This makes sense; because the tensile stress is uniform throughout the rubber band, it follows that the strain would be also. You may have noticed that we have reported strain in centimeters per centimeter, millimeters per millimeter, and as a percentage. Actually, strain is a dimensionless quantity because it is a ratio of length to length. So, centimeters per centimeter is the same as millimeters per millimeter is the same as inches per inch, because the units cancel out. Usually, strain is reported as a percentage, which seems to be more useful. In that case, the ratio is multiplied by 100% to get the percentage of strain. In the preceding example, 1 cm/cm is the same as 1 mm/mm because each equals 100%. Most biological materials are not as elastic as a rubber band, and rupture or failure will result at strains much, much less than 100%. Sample Problem 9.2 A sample of biological material is loaded into a material-testing machine. The material is 2 cm long in its unloaded state. A 6000 N tensile force is applied to the material, and it stretches to a length of 2.0004 cm as a result of this force. What is the strain in the specimen when it is stretched this much? Solution: Step 1: Identify the known quantities. ℓ = 2.0004 cm ℓo = 2.0 cm Step 2: Identify the unknown variable to solve for. ε = ? Step 3: Search for an equation with the known and unknown variables. Let's try equation 9.4. Step 4: Substitute the known quantities and solve for the unknown variable. ε = 0.0002 = 0.02% Shear Strain Linear strain occurs with a change in length as a result of molecules being pulled apart or pushed together. Shear strain occurs with a change in orientation of adjacent molecules as a result of these molecules slipping past each other. Figure 9.14 graphically illustrates shear strain. Shear strain is measured as follows. Imagine a line perpendicular to the analysis plane through the object at the location of interest. In two dimensions, this line and the line of the analysis plane form a right angle when the object is undeformed. But, when a shear load is applied to the object, this angle changes. The change in the angle (θ) is the measure of shear strain in the direction of interest. Shear strain is abbreviated with the Greek letter λ (lambda) and is measured in radians. Poisson's Ratio Consider the rubber band again. As you stretched it, what happened to the width of the rubber band? Its width became narrower as it was stretched in length. Consider a rubber ball loaded in compression. The diameter of the ball shortens in the direction of the compressive load, but what about the diameter in the lateral direction? When the rubber ball is compressed, it becomes wider in the lateral direction while shortening in the direction of the compressive load. This is called the Poisson effect, after S.D. Poisson, a French scientist who investigated this phenomenon in the 1820s. A specific ratio of strain in the axial direction to strain in the transverse direction exists for each different type of material. This ratio is called Poisson's ratio. Values of Poisson's ratio can be as low as 0.1 and as high as 0.5, but for most materials they are between 0.25 and 0.35. The behavior of intervertebral discs provides a good example of the Poisson effect. During the day, your intervertebral discs are loaded in compression (unless you are lying down all day). This compressive load shortens the vertical dimension of the discs, but laterally, the discs bulge out. Under extremely large compressive loads, a disc may bulge too much and rupture.

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## Mechanics of Materials: Strain

#### Strain

So far, we’ve focused on the stress within structural elements. When you apply stress to an object, it **deforms**. Think of a rubber band: you pull on it, and it gets longer – it **stretches**. Deformation is a measure of how much an object is stretched, and **strain** is the ratio between the deformation and the original length. Think of strain as **percent elongation** – how much bigger (or smaller) is the object upon loading it.

Just like stress, there are two types of strain that a structure can experience: 1. **Normal Strain** and 2. **Shear Strain**. When a force acts perpendicular (or “normal”) to the surface of an object, it exerts a normal stress. When a force acts parallel to the surface of an object, it exerts a shear stress.

Let’s consider a rod under uniaxial tension. The rod elongates under this tension to a new length, and the **normal strain** is a ratio of this small deformation to the rod’s original length.

Strain is a **unitless** measure of how much an object gets bigger or smaller from an applied load. **Normal strain** occurs when the elongation of an object is in response to a normal stress (i.e. perpendicular to a surface), and is denoted by the Greek letter **epsilon.** A positive value corresponds to a **tensile** strain, while negative is **compressive**. Shear strain occurs when the deformation of an object is response to a shear stress (i.e. parallel to a surface), and is denoted by the Greek letter **gamma**.

#### Mechanical Behavior of Materials

Clearly, stress and strain are related. Stress and strain are related by a **constitutive law**, and we can determine their relationship experimentally by measuring how much stress is required to stretch a material. This measurement can be done using a **tensile test.** In the simplest case, the more you pull on an object, the more it deforms, and for small values of strain this relationship is linear. This linear, elastic relationship between stress and strain is known as **Hooke’s Law**. If you plot stress versus strain, for small strains this graph will be linear, and the slope of the line will be a property of the material known as **Young’s Elastic Modulus**. This value can vary greatly from 1 kPa for Jello to 100 GPa for steel. For most engineering materials, the linear region of the stress-strain diagram only occurs for very small strains ( Generalized Hooke’s Law

In the last lesson, we began to learn about how stress and strain are related – through Hooke’s law. But, up until this point we’ve only considered a very simplified version of Hooke’s law: we’ve only talked about stress or strain in one direction. In this lesson, we’re going to consider the generalized Hooke’s law for homogenous, isotropic, and elastic materials being exposed to forces on more than one axis.

First things first, even just pulling (or pushing) on most materials in **one direction** actually causes deformation in **all three orthogonal directions**. Let’s go back to that first illustration of strain. This time, we will account for the fact that pulling on an object **axially** causes it to compress **laterally** in the transverse directions:

So, pulling on it in the *x*-direction causes it to shrink in the *y* & *z* directions. This property of a material is known as **Poisson’s ratio**, and it is denoted by the Greek letter **nu**, and is defined as:

Or, more mathematically, using the axial load shown in the above image, we can write this out as an equation:

Since Poisson’s ratio is a ratio of two strains, and strain is dimensionless, Poisson’s ratio is also unitless. **Poisson’s ratio is a material property**. Poisson’s ratio can range from a value of -1 to 0.5. For most engineering materials, for example steel or aluminum have a Poisson’s ratio around 0.3, and rubbers have a Poisson’s ratio around 0.5, which are referred to as “incompressible”. Incompressible simply means that any amount you compress it in one direction, it will expand the same amount in it’s other directions – hence, its volume will not change.

There has been some very interesting research in the last decade in creating *structured materials* that utilize geometry and elastic instabilities (a topic we’ll cover briefly in a subsequent lecture) to create auxetic materials – materials with a negative Poisson’s ratio. Physically, this means that when you pull on the material in one direction it expands in all directions (and vice versa):

This principle can be applied in 3D to make expandable/collapsible shells as well:

Through Poisson’s ratio, we now have an equation that relates strain in the *y* or *z* direction to strain in the z direction. We can in turn relate this back to stress through Hooke’s law. This is an important note: pulling on an object in **one direction causes stress in only that direction**, and **causes strain in all three directions**. So, sigma_{y} = sigma_{z} = 0. Let’s write out the strains in the *y* and *z* direction in terms of the stress in the *x* direction.

Remember, up until this point, we’ve only considered **uniaxial deformation**. In reality, structures can be simultaneously loaded in multiple directions, causing stress in those directions. A helpful way to understand this is to imagine a very tiny “cube” of material within an object. That cube can have **stresses** that are **normal to each surface**, like this:

So, applying a load in the *x* direction causes a normal stress in that direction, and the same is true for normal stresses in the *y* and *z* directions. And, as we now know, **stress in one direction causes strain in all three directions**. So now we incorporate this idea into Hooke’s law, and write down equations for the strain in each direction as:

These equations look harder than they really are: strain in each direction (or, each component of strain) depends on the normal stress in that direction, and the Poisson’s ratio times the strain in the other two directions. Now we have equations for how an object will change shape in three orthogonal directions. Well, if an object changes shape in all three directions, that means it will change its **volume**. A simple measure for this volume change can be found by adding up the three normal components of strain:

Now that we have an equation for volume change, or **dilation**, in terms of normal strains, we can rewrite it in terms of normal stresses.

A very common type of stress that causes dilation is known as hydrostatic stress. This is just simply a pressure that acts equally on the entire material. Since it is acting equally, that means:

So, in the case of hydrostatic pressure we can reduce our final equation for dilation to the following:

This final relationship is important, because it is a constitutive relationship for how a material’s volume changes under hydrostatic pressure. The prefactor to *p* can be rewritten as a material’s **bulk modulus**, *K*.

Finally, let’s get back to the idea of “incompressible” materials. What happens to *K* – the measure of how a material changes volume under a given pressure – if Poisson’s ratio for the material is 0.5?

### Hooke’s Law in Shear

In the previous section we developed the relationships between normal stress and normal strain. Now we have to talk about shear. Let’s go back to that imaginary cube of material. In addition to external forces causing stresses that are normal to each surface of the cube, the forces can causes stresses that are parallel to each cube face. And, as we know, stresses parallel to a cross section are **shear stresses**

Now that cube of material looks a lot more complicated, but it’s really not too bad. On each surface there are two shear stresses, and the subscripts tell you which direction they point in and which surface they are parallel to. For instance, take the right face of the cube. Stresses normal to this face are normal stresses in the *x* direction. There are two stresses parallel to this surface, one pointing in the *y* direction (denoted tau_{xy}) and one pointing in the z direction (denoted tau_{xz}). In order for the cube to be in equilibrium, tau_{xy} = tau_{yx} (otherwise, the cube would rotate). Therefore, there are now **six stresses** (sigma_{x}, sigma y , sigma z , tau_{xy,} tau_{yz,} tau_{xz}) that characterize the state of stress within a homogenous, isotropic, elastic material.

So, how do these shear stresses relate to shear strains? Hooke’s law in shear looks very similar to the equation we saw for normal stress and strain:

In this equation, the proportionality between shear stress and shear strain is known as the **shear modulus** of a material. That’s the equation in its general form, but we can rewrite it more explicitly in terms of its components of *x,y*, and *z*. Doing so will give us the **generalized Hooke’s law** for homogenous, isotropic, elastic materials.

In our generalized Hooke’s law we have our six components of stress and strain, and three material properties. A natural question to as is how do these three material properties relate to each other? That relationship is given by the following equation:

### Summary

We’ve introduced the concept of strain in this lecture. Strain is the deformation of a material from stress. It is simply a ratio of the change in length to the original length. Deformations that are applied perpendicular to the cross section are **normal strains**, while deformations applied parallel to the cross section are **shear strains**. For linear, elastic materials, stress is linearly related to strain by Hooke’s law. The proportionality of this relationship is known as the material’s **elastic modulus**. Using Hooke’s law, we can write down a simple equation that describes how a material deforms under an externally applied load.

Additionally, we learned about **multiaxial loading** in this section. In particular, we learned that stress in **one direction causes deformation in three directions**. This occurs due to a material property known as **Poisson’s ratio** – the ratio between lateral and axial strains. The strains occurring in three orthogonal directions can give us a measure of a material’s **dilation** in response to multiaxial loading. In particular, a material can commonly change volume in response to changes in external pressure, or **hydrostatic stress**. This lead to a definition of a materials resistance to volume change under hydrostatic stress – the **bulk modulus**. By inspecting an imaginary cubic element within an arbitrary material, we were able to envision stresses occurring normal and parallel to each cube face. This gave us **six stresses** and **six strains** (three normal and three shear) that we related to each other using a **generalized Hooke’s law** for **homogenous**, **isotropic**, and **elastic** materials. These components of multiaxial stress and strain are related by three material properties: **Young’s elastic modulus**, the **shear modulus**, and **Poisson’s ratio**.

This material is based upon work supported by the National Science Foundation under Grant No. 1454153. Any opinions, findings, and conclusions or recommendations expressed in this material are those of the author(s) and do not necessarily reflect the views of the National Science Foundation.

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